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Our 2014 Events Calendar Announced

Our calendar is filling up and we’re busy getting ready for all of your favorite events coming up in 2014! For your planning purposes, we are excited to share the dates and locations of some of the Boston Financial and industry events where you’ll find us this year. We look forward to seeing you!

February 9 – 11: 2014 NICSA Strategic Leadership Forum (32nd Annual Conference), Westin Diplomat, Hollywood, Florida. Craig Hollis, AML Officer and Managing Director at Boston Financial will moderate a panel of compliance professionals on Tuesday at 10:30 AM: “No Ambien Required: How Compliance Helps You Sleep at Night.” The panel will discuss current regulatory challenges and provide insights on maintaining effective compliance programs to address them and mitigate risk. Boston Financial also joins DST, State Street and ALPs as golf tournament sponsors, exhibitors in the Resource Center, and hosts of a client dinner at the Westin’s Diplomat Landing on Monday night.

May 20-22: ICI General Membership Meeting, Washington Hilton Hotel, Washington, D.C. Boston Financial joins DST and State Street as conference sponsors. Please visit us in the Exhibit Hall at Booth #203. We will also be hosting a client dinner at the Top of the Hay Adams Hotel on Tuesday night.

September 8-10: Boston Financial 2014 Client Forum, San Francisco, CA. West Coast here we come! Be on the lookout for more details in late February.

October: Boston Financial 2014 Chief Compliance Officer Forum, Boston, MA. Date and location TBA. We are finalizing our location and anticipate the Forum being held the last week in October. Once again, in response to client feedback, we will host it in conjunction with the State Street Chief Compliance Officer Forum.

Amy Gordon

Amy began her career at Boston Financial in 2000 and is an Event Planner within the Corporate Marketing team. She is responsible for the research, planning and execution of events for Boston Financial, with primary focus on Client Forums, industry conferences and associate events. Working closely with Senior Management and our client community for over ten years, she has gained valuable insight and expertise on how to run a successful business event.

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